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EXC icon

Samjo Management’s Exelon EXC Stock Holding History

Samjo Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Hold
26,600
– – 0.42% 38
2026
Q1 		$1.3M Hold
26,600
– – 0.56% 41
2025
Q4 		$1.16M Sell
26,600
-500
-2% -$22.8K 0.45% 44
2025
Q3 		$1.22M Hold
27,100
– – 0.47% 43
2025
Q2 		$1.18M Hold
27,100
– – 0.5% 41
2025
Q1 		$1.25M Hold
27,100
– – 0.53% 39
2024
Q4 		$1.02M Hold
27,100
– – 0.38% 37
2024
Q3 		$1.1M Hold
27,100
– – 0.38% 38
2024
Q2 		$938K Hold
27,100
– – 0.35% 38
2024
Q1 		$1.02M Hold
27,100
– – 0.36% 35
2023
Q4 		$973K Buy
+27,100
New +$1.04M 0.34% 32

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Samjo Management's EXC Position: Q2 2026 in Review

Samjo Management held its Exelon (EXC) position steady in Q2 2026 at 26,600 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #38.

Samjo Management first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Samjo Management held 26,600 shares of Exelon worth $1.24M as of Q2 2026.
  • Samjo Management left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.42% of Samjo Management's portfolio in Q2 2026, its #38 holding.
  • Samjo Management first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Samjo Management's Exelon position peaked at $1.3M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Samjo Management's 13F filing for Q2 2026, filed 14 Aug 2026.